Payer Admin - FAQ

FAQ - Is a Payer set up for Automatic Payments?
There are two important parts when it comes to setting up a Payer for Automatic Payments: Ensure the Payer has been added to Wise-Pay Payers Ensure the ...
Wed, 22 Jan, 2020 at 7:58 PM
FAQ - How do I Import Payers into Wise-Pay
To take the pain and hassle out of adding multiple new payers into Wise-Pay, new functionality has been created to allow Payers to be imported into Wise-Pay...
Thu, 20 Feb, 2020 at 1:35 PM
FAQ - Can a Payer Add Automatic Payment Terms
Yes, a Payer has the ability to select their own Automatic Payment Terms from the Merchant's Terms. A Payer is able to: Set Automatic Payment Terms ...
Thu, 20 Feb, 2020 at 1:43 PM
FAQ - How long before a customer/client is availabe in Wise-Pay Admin
Question: I have added a new Customer in ConnectWise, but it isn't available in the list to be added in the Wise-Pay Admin.  How long do I have to wait...
Wed, 22 Jan, 2020 at 8:02 PM
FAQ - How do my Wise-Pay customers view their invoices?
Once you have added a new user, Wise-Pay automatically emails your customer an invitation for them to set their user account password, and to provide furthe...
Tue, 1 Oct, 2019 at 12:03 PM
FAQ- How To Reset Password for Payer Account
You can reset the password for a payer account or send the password reset link to a registered payer using the Payer Administration features. Refer to this...
Tue, 1 Oct, 2019 at 11:40 AM
FAQ - How can I hide outstanding invoices that are not for Wise-Pay payment in the Outstanding Payment pod in Wise-Pay?
The outstanding payments pod is the list of all invoices which are outstanding in Xero/QBO. The system displays all invoices in the Oustanding Payment pod a...
Tue, 25 Feb, 2020 at 2:39 PM